Purchases and Sales Made in Q4 2023 in Spdr Ser Tr Fds Spdr Portfolio (SPEM)
This table provides information about the institutional ownership of Spdr Ser Tr Fds Spdr Portfolio (SPEM) during Q4 2023. The information is specifically focused on institutions that hold shares of SPDR SER TR FDS SPDR PORTFOLIO.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-199K- 92.64% |
$6.42M - $7.06M
|
15.8K
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
SELL
|
- |
-219K- 36.45% |
$7.07M - $7.78M
|
382K
$15M
|
|
|
Jan 25, 2024
Q4 2023
|
Ma Private Wealth
|
SELL
|
- |
-254K- 67.12% |
$8.2M - $9.01M
|
124K
$4.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-281K- 16.0% |
$9.05M - $9.95M
|
1.47M
$57.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-294K- 97.9% |
$9.5M - $10.4M
|
6.31K
$247K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-312K- 33.25% |
$10.1M - $11.1M
|
627K
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-319K- 97.92% |
$10.3M - $11.3M
|
6.78K
$265K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-370K- 14.31% |
$11.9M - $13.1M
|
2.21M
$86.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-370K- 87.06% |
$11.9M - $13.1M
|
55K
$2.15M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-414K- 60.49% |
$13.3M - $14.7M
|
270K
$10.6M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-500K- 95.84% |
$16.1M - $17.7M
|
21.7K
$847K
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-596K- 23.37% |
$19.2M - $21.1M
|
1.95M
$76.4M
|
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-937K- 66.33% |
$30.2M - $33.2M
|
476K
$18.6M
|